SWDRX — Schwab Target 2030 Institutional Holders · Q2 2026
Who owns Schwab Target 2030 (SWDRX)? 2 institutions reported holding $314,077 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($191,077), Coston, McIsaac & Partners ($123,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $191,077 | 10,705 | Trimmed |
| 2 | Coston, McIsaac & Partners | $123,000 | 6,821 | New |
Source: SEC Form 13F filings · as of 2026-06-30